Working with Policies

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Policies are rules that are always executed when [ecf51:Promotions] are applied. Promotion policies determine whether a conflict situation will arise when a particular promotion is applied in addition to any previously applied promotions. If no conflict is detected, this promotion is added to the list of applicable promotions; otherwise it is eliminated and will not be applied to the order.

Policies are the business rules on how to eliminate similar promotions for the same order or same product. Policies are preconfigured for each store. Policies can be optionally associated with one or more promotion groups.
* *Local Policy* \- If a policy is associated with a promotion group, it is considered a local policy, and applies only to those promotions in the group to which this policy is associated.  If a policy is not associated with a promotion group, it is considered a global policy which applies to all promotions.

This allows a Marketing manager to declare rules just once for the whole site.  For example, you can create a Policy such as this: Do not allow negative orders.

*Note:* Creating Policies, like creating Expressions, is meant for advanced users. Most non-technical users will want to skip this section.

To create a new Policy, go to *Marketing > Policies* to open the *Policy List.*


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Click on *New Policy* to open the *Policy Edit* page.


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Note: Policy *Status* and Policy *Is Local* has not been fully implemented.  Therefore, all policies will be global (meaning it cannot be limited to a Promotion Group) until this feature becomes available in a future release.


Enter in a *Policy Name.*

Enter the *Status* of the Policy. 

Select "Yes" or "No" to set the Policy *Is Local*.
* *Policy Is Local is No* \- this is the default behavior.  This means that this Policy is not part of a Promotion Group and is available for all Promotions.
* *Policy Is Local is Yes* \- this means this Policy is part of a Promotion Group and is applicable only for that Promotion Group

Select an existing Policy *Expression* from the drop-down menu.

Select from the *Groups* list to place the Policy under.

Click *OK* when done.